See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,504 | $85,790+118.6% | $67,313+178.6% | $135,375+38.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.73% | -0.54%-13.2pp | -4.08%-9.6pp | 519.73%-533.5pp |
| Employer contribution / active EE | $23,000 | $3,487+559.5% | $2,566+796.5% | $4,779+381.3% |
| Participant deferral / active EE | $24,500 | $4,651+426.8% | $3,568+586.6% | $5,609+336.8% |
| Admin fee / account holder | $1,562 | $6,392-75.6% | $4,507-65.3% | $10,827-85.6% |